30 second video
30 second video
Here's an overview of NP Risk — The Nonprofit Risk App
Watch the navigation bar at the top for commands at left and right as well as the tab bar at the bottom to navigate through your project.
- Your address data (to, cc, and bc) is longer than your text. Use Twitter or text instead.
- Visible recipients (to, cc) don't know one another's email address...until you reveal them. (Unless the point of the message is introduction.)
- BC messages don't describe the recipients in general ("members of the committee"). Otherwise you spawn many unnecessary emails forwarding information to people who have it.
- You send multiple formats of an attachment (DOC, PDF, JPEG...). Use collaborative tools like Slack and Dropbox instead)
- You need multiple versions of an attachment (Thursday after meeting, Friday with client...). Use collaborative tools or web so that the current version is known and accessible.
Joe and Jesse talk about spreadsheets on The Roundtable, Tuesday, August 21, 2017 11:30 AM on WAMC.
Everyone uses spreadsheets. Most people use them incorrectly.
Here are some of Jesse's suggestions for spreadsheets.
- Spreadsheets are not for formatting data. If you want to make nice rows and columns, use a word processor or page layout app.
- If you don't have any formulas in your spreadsheet, see #1.
- If you have to check totals or subtotals, you're doing it wrong.
- If your formulas break when you add or remove data, you're probably not using SUM (and other functions) properly.
- If you have several tables in your spreadsheet, turn the tables into a workbook (Excel) or use separate tables (Numbers).
- Put a comment in your spreadsheet and update it when you make changes.
- Merge cells and center titles for neatness.
- Destroy old versions unless you clearly archive them by file and title.
- If you need to put multiple lines in a cell, you probably want a related table in a database (or a related spreadsheet)
- Run away quickly from anyone who says "According to the spreadsheet..."
It seems as if everyone uses spreadsheets. Most people don't think about them too much, but there are ways to improve your spreadsheet use.
Joe and Jesse talk about spreadsheets on The Roundtable what you probably know (that's right), what you probably know (that's irrelevant), and what you probably know (that's wrong).
Download a comparison of several sets of standards here: Standards Comparison
It's probably more than you want to know so we'll boil it down to a few simple practices.
You can store your NPRisk documents on a local device or in the cloud. Deletion differs depending on where the document is.
Deleting Files from iCloud
The simplest way is to log into iCloud on the web from your Mac or Windows device. Navigate to the NP Risk folder in iCloud. Select the file(s) you want to delete and then tap the Trash icon. You'll be asked if you want to remove the files from all of your devices. If you do, click OK and go ahead.
If you want to watch the process, turn on Airplane mode for your devices except your Mac or PC. Delete the files with your web browser as described. Log out from iCloud on the web, and turn off Airplane mode on your devices (one by one if you want to check). You'll see the files disappear.
Files created locally on your device when iCloud was turned off are not affected and you can still use them on that device (but not on other devices connected to iCloud).
Deleting Files from a Device (not in iCloud)
Delete the app from your device. On the Home screen, tap and hold on the app icon. The icons will all start to jiggle. You'll see an X in the top left of each icon. Tap it to remove the app and all its files from your device. When you're done, tap Home to stop the jiggling.
When you redownload the app from the App Store or iTunes, it will have the default data and, if iCloud is turned on, your iCloud files for that app.
This works the same way for all apps and their local files.
Add or delete risks from your Risk List.
When I tap Edit in the Risk List, some of the risks are not editable and I can't delete them. What's going on?
When a risk has mitigation actions attached to it, you must remove them before you remove the risk.
Most views in the app provide you with an Info button in the navigation bar (at the left in most cases). It provides you with more information on using the app.
Enter the mitigation actions data.